Position in PFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$496,219
-$499,496 QoQ
Shares Held
4,604
-58.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#484
of 941 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kepler Cheuvreux (Suisse) SA holds $5,730,771 across 4 Asset Management names. PFG ranks #4 (8.7% of the industry book) .
All Filings in PFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,219 | 4,604 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $995,715 | 11,050 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,265,056 | 25,678 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,714,556 | 32,741 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||